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Gabelli's Global Content & Connectivity Fund highlighted Alphabet in its Q2 2026 investor letter, citing strong earnings, accelerating Gemini enterprise adoption, and rising TPU sales. The fund repor…
Broadcom shares slid over 4% following its quarterly earnings release as third-quarter revenue guidance of $34.8 billion missed analyst expectations of $35.2 billion. While custom AI accelerator dema…
Markets steadied as Treasury yields and oil calmed. The Japanese yen surged on growing expectations of a Bank of Japan rate hike. Broadcom beat quarterly estimates and projected robust long-term AI d…
Trump-Xi summit signals easing U.S.-China tensions with agreements on trade cooperation, AI chip exports, and Boeing aircraft purchases, boosting semiconductor and tech sector optimism.
Nvidia will supply 1 million GPUs plus additional chips to Amazon Web Services through 2027, enhancing AWS's AI capabilities and data center networking with a broad chip portfolio.
Nvidia received regulatory approvals from both the US and China to sell H200 AI chips to multiple Chinese companies, enabling them to restart production and fulfill significant purchase orders in the…
Nvidia secured regulatory approvals from both the US and China to sell its H200 AI chips to multiple Chinese companies, enabling resumed manufacturing and anticipated orders from major clients in Chi…
Nvidia’s CEO unveiled groundbreaking AI and space tech advancements, signaling strong growth prospects with projected AI chip sales reaching $1 trillion by 2027, positioning NVDA for a strong rebound…
Nvidia launched NemoClaw, a new software toolkit enhancing safety for autonomous agents on the OpenClaw platform, aiming to boost enterprise AI adoption and drive significant AI chip sales by 2027.
Nvidia signs a multi-year AI chip deal with Meta, boosting tech stocks. Amazon and Alphabet saw modest gains amid anticipation of Fed minutes and mixed sector performance.
A House Democrat signals potential easing of export restrictions for Nvidia's older AI chips to China, potentially boosting sales of the 2024 Hopper generation despite ongoing limits on newer process…
Nvidia faces regulatory hurdles over AI chip sales to ByteDance amid strict US licensing terms, risking lost business to foreign competitors if terms remain restrictive.
NVIDIA's strong AI chip sales growth and easing U.S.-China trade tensions reinforce its market leadership, overshadowing Palantir despite Palantir's rapid revenue gains and scalable AI platform adopt…
Nvidia is close to investing $20 billion in OpenAI’s latest funding round, its largest ever. Despite delays in China H200 chip sales due to US review, Nvidia maintains strong AI leadership and aims t…
Nvidia shares dipped slightly but are supported by robust AI capital expenditure growth and strong demand prospects, especially from China. Upcoming earnings from Microsoft and Meta may influence Nvi…
China appears close to approving Nvidia's H200 AI chip imports, potentially opening a $30 billion market despite US-China regulatory tensions and stricter sales terms. CEO Jensen Huang plans a China …
Nvidia CEO Jensen Huang's planned China visit aims to resume AI chip sales amid geopolitical tensions, causing stock volatility and a partial rebound after a recent 4.4% drop amid market sell-off and…
The US easing of chip export restrictions allows Nvidia to sell advanced AI processors to China, boosting near-term sales but raising national security concerns voiced by industry leaders.
The U.S. eased export restrictions on Nvidia's H200 AI chips to China, potentially accelerating shipments of advanced AI technology.
Nvidia enforces full upfront payment for H200 chip orders from China amid regulatory uncertainty, highlighting strong demand but risks tied to Beijing's shipment approvals and ongoing supply chain ra…